See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,740 | $117,983-68.0% | $101,794-62.9% | $142,382-73.5% |
| Participation rate | 79.2% | 74.2%+4.9pp | 69.2%+10.0pp | 80.1%-1.0pp |
| Annual return | 14.90% | 36.92%-22.0pp | 30.53%-15.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,518 | $2,773-45.3% | $2,289-33.7% | $4,299-64.7% |
| Participant deferral / active EE | $3,022 | $4,714-35.9% | $4,084-26.0% | $6,507-53.6% |
| Admin fee / account holder | $2,602 | $10,433-75.1% | $8,777-70.3% | $12,624-79.4% |